Lead Financial AdvisorVirtualVocations • Mission Viejo, California, United States
Lead Financial Advisor
VirtualVocations • Mission Viejo, California, United States
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A company is looking for a Lead Financial Advisor.
Key Responsibilities
Provide personalized financial advice, including equity compensation planning and retirement planning
Develop and maintain trusted relationships with high-net-worth clients, guiding them through financial decisions
Shape scalable systems for delivering customized financial advice, ensuring client satisfaction and quality
Required Qualifications
7+ years of experience in financial advisory, wealth management, or related roles
Expertise in equity compensation and understanding of challenges faced by startup employees
Proven track record in client relationship management with high-net-worth individuals
Bachelor's degree in finance, business, or a related field; CFP designation or advanced degree is a plus
Comfortable with the dynamic nature of startup culture and leveraging technology for client experiences
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Financial Advisor • Mission Viejo, California, United States
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